| | | 20,000+ Fresh Resumes Monthly | |
|
|
| |
Click here or scroll down to respond to this candidateCandidate's Name
Street Address W 38th Street Home: PHONE NUMBER AVAILABLEWilmington, DE Street Address Email: EMAIL AVAILABLEProfessional SummaryMulti-faceted, detail-oriented Financial Services Professional with over 30 years of diverse, progressive experience in financial advisement/services including managing accounts, sales, trust administration, investment products and insurance. Superb academic preparation coupled with excellent organizational, presentation and communication skills and inherent business acumen have led to a reputation as a team player offering extensive knowledge in life insurance, disability and investment products while blending the needs of clients with meeting the companys goals and expectations. Extensive insurance and real estate background.Technology Proficiency: MS Office Suite, SEI (Wealth- Gateway), Trust 3000 systemsProven Expertise:Account ManagementWealth AdvisementTime ManagementTrust AdministrationCommunicationsPresentationsSupervisionMentoring/CoachingRecord KeepingProfessional ExperienceColonial Life Insurance 6/2019-PresentIndependent Sales Agent:Responsible for Marketing voluntary health benefits to businesses for the benefit of their employees.Products offered are accident, disability, dental, life, critical illness, cancer and hospital indemity.Meet Employees to enroll them in specified productsAssist Office Manager with managing the customer service for the employees regarding anything relating to the products they have establishedState Farm, Chris Joyner Insurance Agency, Wilmington, De 9/2016-1/2017Office Staff RepresentativeBarbara is currently working part time as a licensed staff person;assisting with customer service of clients regarding any questions, or changes on current policies, auto, home, life, renters, or Business over the phone, or in the office.Quote coveragesWrite New BusinessMake phone calls to retain BusinessWilmington Trust, Wilmington, DE 1/2004-9/2015Client Service Officer/Trust Officer, Wealth Advisory (5/2010 9/2015)Managed 200+ Investment/Custody and Trust Accounts for High Net Worth Trust Clients with an approximate market value of 1M. Communicated with clients on transaction requests received; transfer funds, process wire, and initiated a check. Handled all correspondence received on client's accounts; responded to all phone calls on client's account in a timely fashion. Ensured all changes to clients accounts were processed.Participated in client meetings with the FA/PCA and investment advisor to make sure client's goals are being met in the current account and product.Prepared Discretionary Memo Payments requested by the client, as defined in the trust agreement.When necessary, recommended and processed small Trust terminations for clients.Compliance Officer/Wealth Advisory(4/2007 5/2010)Managed the Irrevocable Life Insurance Trust/Crummey Unit. Ensured the database has accurate information on trust clients. Responsible for timely payments of insurance premiums.Handled and processed necessary paperwork relating to the insurance policies. Approved the opening of Irrevocable Life Insurance/Crummey trust accounts. Mailed Crummey notifications out to Trust beneficiaries. Communicated with insurance carriers on policy information reviewFinancial Sales Consultant (1/2004 4/2007)Conducted daily outbound calls in an effort to provide customers with various product promotions. Responsible for selling bank products. Opened bank deposit accounts, such as, 529 plans, checking, savings, money market, and individual retirement accounts.EducationCannon Trust SchoolCertificates; Trust I, II & IIIWilmington College, Wilmington, DEMasters Degree; Business AdministrationMorgan State University, Baltimore, MDBS - SociologyLicensesLife & HealthP&CReal Estate licenses in DE/PA |
